See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,934 | $58,879+73.1% | $178,490-42.9% | $73,488+38.7% |
| Participation rate | 64.9% | 66.2%-1.4pp | 81.9%-17.1pp | 70.7%-5.8pp |
| Annual return | 22.17% | 24.86%-2.7pp | 151.07%-128.9pp | 28.51%-6.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,680 | $2,567+43.4% | $5,202-29.2% | $3,740-1.6% |
| Admin fee / account holder | $16 | $400-96.0% | $13,984-99.9% | $513-96.9% |